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Erik Palmason, CFP® is a Wealth Management Relationship Manager responsible for providing financial planning and investment guidance to Cambridge Trust Wealth Management clients and their families.

Professional Experience
Mr. Palmason joined Eastern Bank Wealth Management in January of 2024. Prior to Eastern, Mr. Palmason served as a Financial Planner at Ballentine Partners. In his role, he supported multi-generational families to align their wealth with their goals through investment and tax strategy, estate planning, philanthropy, and financial education. Prior to Ballentine Partners, Erik worked as a Global Income and Tax Specialist at the Bank of New York Mellon.

Education/Services
Mr. Palmason is a Certified Financial Planner™ practitioner and completed Boston University’s Certified Financial Planner program. He holds undergraduate Political Science, Economics, and Spanish degrees from Allegheny College.